-
Improvement of the State's civilian passive class pensions management system
- Start activities
- 28-10-2024
- End activities
- 13-06-2025
- Partner Institution
- National Civil Service Office - ONSEC
- Type of Assistance
- Institutional capacity building
- Code
- 2024-11
- Description
- This action in partnership with the National Civil Service Office of Guatemala (ONSEC) aims to strengthen the technical capacities to provide an adequate response to the recognition of benefits under the passive class regime, reducing the response time in the recognition of pensions and preventing income interruptions. Expertise from Spain and Finland was mobilised by SOCIEUX+ for three activities focusing on: 1) analysing the current legal framework and proposing regulatory reforms to strengthen internal processes; 2) redesigning administrative procedures and service flows, identifying friction points and proposing solutions such as administrative simplification and multi-channel strategies; and 3) designing specific protocols for attention to the public and vulnerable public, and formulating institutional recommendations that reinforce the sustainability and coherence of the modernisation process.
-
Strengthening the organizational capacities of the Pension and Disability Insurance Fund to achieve the objectives of the Public Administration Reform Strategy
- Start activities
- 13-11-2023
- End activities
- 10-05-2024
- Partner Institution
- Pension and Disability Insurance Fund
- Type of Assistance
- Organisation/business strategy & planning, Organisational management (structures & functions)
- Code
- 2023-20
- Description
- The action in collaboration with the Pension and Disability Fund of Montenegro aimed to improve the quality of service and transparency to the insured and beneficiaries in line with the Public Administration Reform Strategy. Experts from Bulgaria, Romania and France mobilised by SOCIEUX+ assessed organisational and functional capacities, as well as services and communication and together with the partner institution elaborated a Strategic Plan for the period of 2024-2027. Three missions in Podgorica focused on the development and modernization of the organization and work of the Fund for the realization of the objectives of the Public Administration Reform Strategy.
-
Survey on pension adequacy and spending of the single elderlies
- Start activities
- 14-11-2022
- End activities
- 24-02-2023
- Partner Institution
- Training, Assessment and Research Institute for Labor and Social Protection (TARILSP)
- Type of Assistance
- Organisational capacity building
- Code
- 2022-23
- Description
- The Training, Assessment and Research Institute for Labor and Social Protection of Mongolia works on methodological improvements in data collection on social protection matters, which reverberate on the quality and relevancy of data analysis and, therefore, policy advise. Experts from Belgium, Finland, Portugal, and Slovakia mobilized by SOCIEUX+ have collaborated with the partner in reengineering data-collection methods (sampling and questionnaires) and provided examples of modern tools and methods for data analysis. The partner has engaged into the elaboration of policy advise, thus building the ground for the development of knowledge-based policy making in the area of social policy.
-
Best practices and strategy for collection of voluntary contributions to non-state pension funds
- Start activities
- 17-10-2022
- End activities
- 10-02-2023
- Partner Institution
- State Social Protection Fund
- Type of Assistance
- Institutional capacity building
- Code
- 2022-21
- Description
- Through two activities, Finnish, French, and German experts mobilized by SOCIEUX+ provided the State Social Protection Fund of Azerbaijan with EU good practices in collecting voluntary contributions to non-state pension funds, followed by a strategy to create, attract and create incentives to non-state pension funds.
-
Capacity building for the improvement of the Brazilian second pillar pension governance and supervision of the legal and regulatory framework
- Start activities
- 21-02-2022
- End activities
- 21-10-2022
- Partner Institution
- Cearense Association of Economists Pensioners and Retirees (ACEA)
- Type of Assistance
- Individual capacity building (human resources development)
- Code
- 2021-23
- Description
- The Associação Cearense dos Economiários Aposentados e Pensionistas (ACEA) reached out to SOCIEUX+ in order to provide capacity building, in the form of e-learning courses, to members of Brazilian organizations defending the rights of pensioners. ACEA noticed a clear need for members of such organizations to gain more extensive knowledge on governance, management, and supervision of occupational pension funds, in order to detect shortfalls in the system, apply due diligence, and prevent mismanagement and fraudulent behaviors. The e-learnings, crafted by Portuguese, Spanish, German, and French expertise covered topics such as basic knowledge of the functioning of second pillar pension funds, best practices for regulation and supervision of funds, legal and regulatory frameworks governing second pillar pension funds. This successful e-learnings were followed by hundreds of participants from various parts of Brazil.
-
Analysis of the pension legislative framework and strategic guidance
- Start activities
- 16/08/2016
- End activities
- 28/03/2017
- Partner Institution
- Gency for Social Insurance and Pensions (ASIP)
- Type of Assistance
- Legislative & regulatory framework development
- Code
- 2016-04
- Description
- An assessment report of the existing pension legal framework has been elaborated by experts from Bulgaria and Latvia identifying gaps, risks and challenges, and formulating specific mitigation strategies and measures. The experts also prepared a compendium of requirements for the implementation of the legal framework, taking into account the administrative functions needed to operationalize the system. Following this, experts from Latvia and Lithuania produced a functional assessment and reviewed the business processes and workflows of the Agency for Social Insurance and Pensions (ASIP) of Tajikistan in view of their adequacy in terms of human and material resources, technical competencies and tools, corporate organization and workflows. In particular, experts reviewed the current methodologies, formulas and processes used by ASIP for the calculation of pension benefits.
